Remote - Client Follow-Up Specialist

AO Globe Life; Plainfield (NJ); Remote; USD 34,000 - 83,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and maintains relationships after the first meeting. This role prioritizes strong communication and customer focus.

You'll handle admin tasks such as notes, appointments, and CRM hygiene, with full training provided. Enjoy the flexibility of working from home and the opportunity to advance based on performance.

Qualifications

• Virtual consultant role.
• Admin tasks include notes, appointments and CRM hygiene.

Responsibilities

• Assess needs and teach options as a virtual consultant.
• Maintain relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

On-camera comfort

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.